UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.08B |
| 2 |
UBS Group
UBS
|
+$643M |
| 3 |
Southwest Airlines
LUV
|
+$588M |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.51B |
| 2 |
Tesla
TSLA
|
+$1.13B |
| 3 |
Apple
AAPL
|
+$976M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SOHU
4726
Sohu.com
SOHU
$369M
| $2.54M | ﹤0.01% |
162,315
+135,394
| +503% | +$2.07M |
|
4727
Matthews International
MATW
$725M
| $2.54M | ﹤0.01% |
104,454
+8,458
| +9% | +$208K |
|
4728
Regenxbio
RGNX
$720M
| $2.53M | ﹤0.01% |
262,420
-45,454
| -15% | -$402K |
|
4729
CALL
VanEck Junior Gold Miners ETF
GDXJ
$8.33B
| $2.53M | ﹤0.01% |
+25,500
| New | +$1.96M |
|
4730
QuinStreet
QNST
$1.19B
| $2.52M | ﹤0.01% |
163,092
+126,552
| +346% | +$2.01M |
|
4731
iShares US Equity Factor ETF
LRGF
$3.74B
| $2.52M | ﹤0.01% |
36,506
+2,536
| +7% | +$169K |
|
4732
Genmab
GMAB
$19.3B
| $2.52M | ﹤0.01% |
82,170
-402,697
| -83% | -$9.81M |
|
4733
PUT
ResMed
RMD
$32.8B
| $2.52M | ﹤0.01% |
9,200
+1,400
| +18% | +$382K |
|
4734
VTEX
VTEX
$640M
| $2.51M | ﹤0.01% |
573,825
-177,446
| -24% | -$898K |
|
4735
Mission Produce
AVO
$1.13B
| $2.51M | ﹤0.01% |
208,951
+16,401
| +9% | +$203K |
|
4736
Verastem
VSTM
$629M
| $2.51M | ﹤0.01% |
284,402
-116,848
| -29% | -$870K |
|
4737
State Street SPDR S&P Global Infrastructure ETF
GII
$930M
| $2.51M | ﹤0.01% |
36,067
-625
| -2% | -$42.7K |
|
4738
ProShares VIX Short-Term Futures ETF
VIXY
$190M
| $2.5M | ﹤0.01% |
77,478
+53,625
| +225% | +$2.07M |
|
4739
Seneca Foods Class A
SENEA
$1.28B
| $2.5M | ﹤0.01% |
23,184
+8,429
| +57% | +$892K |
|
|
MCW
4740
DELISTED
Mister Car Wash
MCW
| $2.5M | ﹤0.01% |
468,344
+140,805
| +43% | +$830K |
|
4741
Ceco Environmental
CECO
$4.44B
| $2.49M | ﹤0.01% |
48,689
-20,465
| -30% | -$866K |
|
4742
Universal Insurance Holdings
UVE
$1.18B
| $2.49M | ﹤0.01% |
94,728
-146,922
| -61% | -$3.63M |
|
4743
Strive Emerging Markets ex-China ETF
STXE
$144M
| $2.48M | ﹤0.01% |
75,543
+8,826
| +13% | +$280K |
|
4744
Savara
SVRA
$1.17B
| $2.48M | ﹤0.01% |
695,734
+479,123
| +221% | +$1.42M |
|
4745
iShares MSCI Global Sustainable Development Goals ETF
SDG
$175M
| $2.48M | ﹤0.01% |
29,801
-3,322
| -10% | -$267K |
|
4746
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$723M
| $2.48M | ﹤0.01% |
94,710
-2,416
| -2% | -$64K |
|
4747
PUT
Zeta Global
ZETA
$7.44B
| $2.48M | ﹤0.01% |
124,700
| – | – |
|
4748
Northwest Natural Holdings
NWN
$2.12B
| $2.47M | ﹤0.01% |
55,032
-10,899
| -17% | -$452K |
|
4749
ICL Group
ICL
$7.06B
| $2.47M | ﹤0.01% |
397,033
-693,424
| -64% | -$4.45M |
|
4750
Origin Bancorp
OBK
$1.67B
| $2.47M | ﹤0.01% |
71,533
+29,803
| +71% | +$1.1M |
|
Similar funds
UBS Group's Q3 2025 Portfolio in Review
As of Q3 2025, UBS Group held 11,340 positions worth $638B, up 11% from $578B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
UBS Group's Q3 2025 filing shows 1,170 new, 4,190 increased, 4,486 reduced and 1,079 closed positions. Its largest new stake was Paramount Skydance Corp: 13,287,677 shares worth $251M. The largest sale was NVIDIA, an estimated $1.51B.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- UBS Group's largest Q3 2025 buy was Paramount Skydance Corp: 13,287,677 shares worth $251M.
- UBS Group added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.08B increase.
- UBS Group's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.51B.
- UBS Group fully exited Hess in Q3 2025, selling an estimated $442M.
- UBS Group's ten largest holdings make up 16% of its $638B portfolio in Q3 2025.
- UBS Group opened 1,170 new positions and closed 1,079 in Q3 2025.
- UBS Group's portfolio value rose 11% quarter-over-quarter to $638B.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.